SB Financial Group, Inc.
SBFG- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000767405
In the last 90 days, SB Financial Group, Inc. insiders filed 0 open-market purchases and 1 sale; 73 institutions reported holding it in 13F filings for Q2 2026, worth $81.0M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in SB Financial Group, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 73
- −3 vs. Q1 2026
- Shares held
- 3.21M
- −193.9K (−5.7%) vs. Q1 2026
- Total value
- $81.0M
- +$9.48M (+13.3%) vs. Q1 2026
- New holders
- 13
- 24 more added
- Sold out
- 16
- 21 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SBFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 73 | $81.0M |
| Q1 2026 | 77 | $71.5M |
| Q4 2025 | 72 | $74.2M |
| Q3 2025 | 74 | $65.7M |
| Q2 2025 | 61 | $67.6M |
| Q1 2025 | 44 | $71.1M |
| Q4 2024 | 43 | $73.1M |
| Q3 2024 | 41 | $69.3M |
| Q2 2024 | 40 | $47.1M |
| Q1 2024 | 36 | $45.9M |
| Q4 2023 | 38 | $51.2M |
| Q3 2023 | 38 | $45.5M |
| Q2 2023 | 38 | $43.2M |
| Q1 2023 | 41 | $48.3M |
| Q4 2022 | 39 | $58.9M |
| Q3 2022 | 37 | $58.8M |
| Q2 2022 | 35 | $59.8M |
| Q1 2022 | 38 | $69.7M |
| Q4 2021 | 38 | $68.7M |
| Q3 2021 | 39 | $55.7M |
| Q2 2021 | 45 | $56.8M |
| Q1 2021 | 51 | $66.4M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Enhancement Trust Services, Inc. | 2 | $51 | 0.00% | +2 | New |
| Basecamp Wealth Advisors LLC | 3 | $76 | 0.00% | +1+50.0% | Added |
| SBI Securities Co., Ltd. | 5 | $126 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $228 | 0.00% | +4+80.0% | Added |
| Rothschild Investment LLC | 12 | $303 | 0.00% | +5+71.4% | Added |
| GAMMA Investing LLC | 14 | $354 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $430 | 0.00% | +12+240.0% | Added |
| EverSource Wealth Advisors, LLC | 24 | $606 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 38 | $1.00K | 0.00% | −190−83.3% | Reduced |
| Covestor Ltd | 28 | $1.00K | 0.00% | +2+7.7% | Added |
| Allworth Financial LP | 40 | $1.01K | 0.00% | +24+150.0% | Added |
| Essential Partners LLC | 44 | $1.11K | 0.00% | −91−67.4% | Reduced |
| Assetmark, Inc | 46 | $1.16K | 0.00% | +46 | New |
| The PNC Financial Services Group, Inc. | 73 | $1.84K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 75 | $2.00K | 0.00% | +75 | New |
| FMR LLC | 83 | $2.10K | 0.00% | +60+260.9% | Added |
| SRS Capital Advisors, Inc. | 187 | $4.72K | 0.00% | +182+3,640.0% | Added |
| Northwestern Mutual Wealth Management Co | 263 | $6.65K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 270 | $6.82K | 0.00% | −345−56.1% | Reduced |
| JPMorgan Chase & Co | 326 | $7.97K | 0.00% | −2,071−86.4% | Reduced |
| Creative Financial Designs Inc | 705 | $17.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,362 | $34.4K | 0.00% | +1,362 | New |
| Rhumbline Advisers | 2,187 | $55.3K | 0.00% | −4,233−65.9% | Reduced |
| Wells Fargo & Company | 2,197 | $55.5K | 0.00% | −2,518−53.4% | Reduced |
| Farther Finance Advisors, LLC | 2,731 | $69.0K | 0.00% | +263+10.7% | Added |
| Vanguard Global Advisers, LLC | 2,829 | $71.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,986 | $73.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,972 | $75.1K | 0.00% | +1,245+72.1% | Added |
| SJS Investment Consulting Inc. | 3,794 | $95.9K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 5,904 | $149.0K | 0.00% | +1,204+25.6% | Added |
| Aster Capital Management (DIFC) Ltd | 6,798 | $171.8K | 0.04% | +6,798 | New |
| Globeflex Capital L P | 7,085 | $179.0K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,812 | $222.7K | 0.00% | +8,812 | New |
| Jane Street Group, LLC | 9,813 | $248.0K | 0.00% | +9,813 | New |
| Qube Research & Technologies Ltd | 9,921 | $250.7K | 0.00% | +9,921 | New |
| Quadrature Capital Ltd | 11,059 | $279.5K | 0.00% | +11,059 | New |
| O'Shaughnessy Asset Management, LLC | 11,436 | $289.0K | 0.00% | −5,979−34.3% | Reduced |
| UBS Group AG | 12,664 | $320.0K | 0.00% | +11,645+1,142.8% | Added |
| Bank of America Corp | 13,762 | $347.8K | 0.00% | −5,871−29.9% | Reduced |
| Northern Trust Corp | 13,885 | $350.9K | 0.00% | −35,627−72.0% | Reduced |
| Alliancebernstein L.P. | 21,615 | $453.9K | 0.00% | +7,489+53.0% | Added |
| Princeton Capital Management LLC | 18,408 | $465.2K | 0.10% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 19,419 | $485.0K | 0.00% | +3,535+22.3% | Added |
| AQR Capital Management LLC | 19,460 | $491.8K | 0.00% | +6,542+50.6% | Added |
| State Street Corp | 21,950 | $554.7K | 0.00% | −50,460−69.7% | Reduced |
| Millennium Management LLC | 22,519 | $569.1K | 0.00% | +22,519 | New |
| Valmark Advisers, Inc. | 23,083 | $583.3K | 0.01% | +166+0.7% | Added |
| Venture Visionary Partners LLC | 24,025 | $607.1K | 0.02% | +57+0.2% | Added |
| Citadel Advisors LLC | 25,775 | $651.3K | 0.00% | +11,100+75.6% | Added |
| Petiole USA ltd | 26,437 | $668.1K | 0.48% | −142,381−84.3% | Reduced |
| Barclays PLC | 27,374 | $691.7K | 0.00% | −163−0.6% | Reduced |
| Morgan Stanley | 29,488 | $745.2K | 0.00% | +5,683+23.9% | Added |
| PL Capital Advisors, LLC | 33,101 | $836.5K | 0.23% | +3,101+10.3% | Added |
| Vanguard Fiduciary Trust Co | 35,570 | $898.9K | 0.00% | −1,944−5.2% | Reduced |
| First Manhattan Co | 35,627 | $900.3K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 38,138 | $927.5K | 0.00% | +6,306+19.8% | Added |
| Renaissance Technologies LLC | 39,846 | $1.01M | 0.00% | +12,021+43.2% | Added |
| Empowered Funds, LLC | 46,021 | $1.16M | 0.01% | 00.0% | Unchanged |
| Gendell Jeffrey L | 46,286 | $1.17M | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 48,869 | $1.23M | 0.00% | +17,868+57.6% | Added |
| Marshall Wace, LLP | 57,913 | $1.46M | 0.00% | +57,913 | New |
| Goldman Sachs Group Inc | 58,053 | $1.47M | 0.00% | −27,494−32.1% | Reduced |
| Geode Capital Management, LLC | 71,130 | $1.80M | 0.00% | −67,948−48.9% | Reduced |
| Bridgeway Capital Management, LLC | 81,511 | $2.06M | 0.04% | 00.0% | Unchanged |
| Truffle Hound Capital, LLC | 90,373 | $2.28M | 1.44% | +90,373 | New |
| Pinnacle Holdings, LLC | 156,598 | $3.96M | 1.22% | −312−0.2% | Reduced |
| BlackRock, Inc. | 158,817 | $4.01M | 0.00% | −236,047−59.8% | Reduced |
| Dimensional Fund Advisors LP | 202,631 | $5.12M | 0.00% | +4,859+2.5% | Added |
| Ameriprise Financial Inc | 241,463 | $6.10M | 0.00% | +241,463 | New |
| Strategic Value Bank Partners LLC | 243,628 | $6.16M | 4.31% | −30,535−11.1% | Reduced |
| Vanguard Capital Management LLC | 253,928 | $6.42M | 0.00% | −43,806−14.7% | Reduced |
| Cutler Capital Management, LLC | 387,852 | $9.80M | 2.55% | −2,285−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 467,892 | $11.8M | 0.01% | −2,610−0.6% | Reduced |
| Vanguard Portfolio Management LLC | 0 | $0 | 0.00% | −32,965−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −16,615−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −15,055−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −2,795−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −2,709−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −1,532−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −606−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |